ALPS Advisors’s DocuSign DOCU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$340K Buy
4,363
+53
+1% +$4.13K ﹤0.01% 890
2025
Q1
$351K Buy
+4,310
New +$351K ﹤0.01% 789
2024
Q2
Sell
-4,176
Closed -$249K 974
2024
Q1
$249K Sell
4,176
-1,372
-25% -$81.7K ﹤0.01% 953
2023
Q4
$330K Buy
5,548
+280
+5% +$16.6K ﹤0.01% 807
2023
Q3
$221K Sell
5,268
-7,009
-57% -$294K ﹤0.01% 953
2023
Q2
$627K Buy
12,277
+4,795
+64% +$245K 0.01% 570
2023
Q1
$436K Sell
7,482
-8,465
-53% -$494K ﹤0.01% 604
2022
Q4
$884K Sell
15,947
-320
-2% -$17.7K 0.01% 507
2022
Q3
$870K Sell
16,267
-7,873
-33% -$421K 0.01% 492
2022
Q2
$1.39M Buy
+24,140
New +$1.39M 0.01% 383